SPTI vs XLG
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI, ETF) and INVESCO S&P 500 TOP 50 ETF (XLG, ETF).
5-Year PerformanceXLG has outperformed SPTI, delivering a return of +13.6% compared to -0.2%
SPTI vs XLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPTI vs XLG - Historical Returns
Returns include dividend reinvestment.
SPTI vs XLG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPTI | XLG |
|---|---|---|
| 2026 | -0.67% | +7.11% |
| 2025 | +7.38% | +19.86% |
| 2024 | +1.63% | +34.63% |
| 2023 | +3.84% | +38.98% |
| 2022 | -10.14% | -25.22% |
| 2021 | -2.58% | +32.52% |
| 2020 | +7.49% | +22.59% |
| 2019 | +6.09% | +31.49% |
| 2018 | +2.39% | -4.27% |
| 2017 | +1.11% | +22.13% |
| 2016 | +0.76% | +13.05% |
| 2015 | +1.54% | +4.39% |
| 2014 | +2.52% | +12.19% |
| 2013 | -1.21% | +25.40% |
| 2012 | +1.74% | +13.33% |
| 2011 | +6.49% | +3.57% |
| 2010 | +4.90% | +7.41% |
| 2009 | -1.02% | +16.95% |
| 2008 | +10.99% | -32.91% |
| 2007 | +7.17% | +4.53% |
| 2006 | N/A | +15.92% |
| 2005 | N/A | +3.78% |
SPTI vs XLG Drawdown Comparison
The maximum drawdown for SPTI was -16.12%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPTI drawdown is -2.71%. The current XLG drawdown is -2.21%.
| Rank | SPTI | XLG |
|---|---|---|
| #1 | -16.12% Aug 4, 2020 - Oct 20, 2022 | -52.40% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -7.64% Oct 7, 2008 - Nov 14, 2008 | -30.45% Feb 19, 2020 - Jul 8, 2020 |
| #3 | -4.82% Dec 18, 2008 - May 6, 2010 | -28.03% Jan 3, 2022 - Nov 20, 2023 |
| #4 | -4.47% Mar 17, 2008 - Sep 15, 2008 | -20.71% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -3.83% Jul 5, 2016 - Dec 31, 2018 | -19.78% Oct 3, 2018 - Apr 15, 2019 |
| #6 | -3.78% Nov 4, 2010 - Jun 8, 2011 | -13.40% Jul 20, 2015 - Nov 3, 2015 |
| #7 | -3.06% May 2, 2013 - Oct 8, 2014 | -12.42% Oct 29, 2025 - Apr 22, 2026 |
| #8 | -2.25% Sep 4, 2019 - Jan 27, 2020 | -11.32% Jul 10, 2024 - Oct 9, 2024 |
| #9 | -2.07% Mar 9, 2020 - Mar 23, 2020 | -11.15% Sep 2, 2020 - Dec 28, 2020 |
| #10 | -1.91% Sep 17, 2008 - Oct 6, 2008 | -10.81% Nov 3, 2015 - Apr 13, 2016 |
| #11 | -1.61% Jan 30, 2015 - Sep 24, 2015 | -10.62% Jan 26, 2018 - Jul 25, 2018 |
| #12 | -1.57% Jan 31, 2012 - Apr 30, 2012 | -9.04% Jun 1, 2026 - Jul 29, 2026 |
| #13 | -1.56% Oct 14, 2015 - Jan 28, 2016 | -8.87% Oct 4, 2012 - Feb 1, 2013 |
| #14 | -1.46% Nov 26, 2007 - Jan 2, 2008 | -8.26% Apr 29, 2019 - Jul 2, 2019 |
| #15 | -1.43% Sep 22, 2011 - Nov 23, 2011 | -7.99% Jul 16, 2007 - Sep 19, 2007 |
Correlation
Correlation between SPTI and XLG is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
SPTI vs XLG dividend yield comparison.
| Year | SPTI | XLG |
|---|---|---|
| 2026 | 2.63% | 0.33% |
| 2025 | 3.79% | 0.64% |
| 2024 | 3.77% | 0.72% |
| 2023 | 2.99% | 0.97% |
| 2022 | 1.45% | 1.34% |
| 2021 | 0.53% | 0.94% |
| 2020 | 0.75% | 1.25% |
| 2019 | 2.02% | 1.58% |
| 2018 | 1.97% | 2.00% |
| 2017 | 1.46% | 1.85% |
| 2016 | 1.23% | 2.00% |
| 2015 | 1.18% | 2.09% |
| 2014 | 1.06% | 1.97% |
| 2013 | 1.47% | 1.97% |
| 2012 | 2.08% | 2.21% |
| 2011 | 2.12% | 2.61% |
| 2010 | 2.23% | 1.93% |
| 2009 | 2.33% | 2.31% |
| 2008 | 3.08% | 3.10% |
| 2007 | 2.67% | 1.98% |
| 2006 | 0.00% | 1.72% |
| 2005 | 0.00% | 1.00% |
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